Financial stress is one of the most common challenges employees face today. It impacts productivity, engagement, retention, and overall wellbeing.

This report outlines why financial wellness is becoming a core workplace benefit and the measurable value it delivers for both employers and employees.

Why financial wellness matters

Employees are making increasingly complex financial decisions around compensation, equity, benefits, and long-term planning — often without guidance. Employers that invest in financial wellness see improvements across performance, retention, and employee confidence.

What’s inside the report

In this report, you’ll learn:

• How financial stress impacts business outcomes

• Why financial wellness is now a competitive advantage

• The role employers play in supporting smarter financial decisions

• How modern financial wellness programs drive engagement and equity